Beruflich Dokumente
Kultur Dokumente
Abstract
Purpose – Literature contributions to Lean manufacturing (LM) are fragmented and show some significant
limitations. The purpose of this paper is to identify the existing research gaps in LM as well as to group them
into respective themes.
Design/methodology/approach – A systematic literature review (SLR) of peer reviewed journal articles in
LM was carried out by the authors, based on four major publishers, namely, Emerald Online, Science Direct,
Springer Link and Taylor & Francis. In total, 120 articles published in 30 journals during 2005–2016 were
collected which revealed LM research gaps. A simple affinity diagram was applied in order to group the
research gaps into logical themes.
Findings – A large number of research gaps are identified in the LM literature and meaningful themes of
these gaps are also revealed.
Research limitations/implications – The SLR carried out by the authors is based on only four academic
journal publishers and some of other publishers might have been missed out in this search. Excluding articles
focusing on an individual Lean principle or tool/technique is also a limitation of the present SLR.
Practical implications – Researchers and practitioners can use the LM research gaps presented in this
study for further development of LM methodology.
Originality/value – Presenting LM research gaps analytically and grouping them into meaningful themes,
significantly differentiates the present SLR study from those published so far.
Keywords Lean manufacturing, Systematic literature review, Research gap
Paper type Literature review
Introduction
Nowadays, manufacturing companies operate under circumstances that are characterized by
globalization, strong competition, demanding consumers ( Jasti and Kodali, 2014), an economic
downturn and a financial crisis (Psomas and Kafetzopoulos, 2014; Gelei et al., 2015). To deal with
these challenges, many companies transform their traditional management style (Shamah, 2013)
and adopt methods that drive improvements in cost, quality, productivity and operational
performance, such as Lean manufacturing (LM) (Sharma et al., 2016). The great performance
advantages achieved by Toyota, the best-in-class Lean manufacturer (Womack and Jones, 1996)
and the company which the origin of Lean thinking is generally attributed to (Fullerton et al.,
2014), also motivated many plants to adopt the Lean concept achieving world-leading levels of
efficiency (Krafcik, 1988). Thus, nowadays, LM has spread in the developed economies of the
USA and Europe and the developing economies of Asia (Chaplin et al., 2016).
As a result of the widespread application of LM, there has been a significant increase in the
research and academic literature in this field (Bhamu and Sangwan, 2014; Samuel et al., 2015).
Following the growth of publications of research studies, literature review articles on LM have International Journal of Quality &
Reliability Management
also been published ( Jasti and Kodali, 2015). However, the various meanings of knowledge © Emerald Publishing Limited
0265-671X
and interpretations of LM which have evolved (Stone, 2012) and the considerable differences DOI 10.1108/IJQRM-12-2017-0260
IJQRM between LM theory and practice (Langstrand and Drotz, 2016) have caused confusion in the
LM implementation and research (Narayanamurthy and Gurumurthy, 2016a). Jasti and Kodali
(2014, 2015) state that there is still a need for a thorough review of empirical literature in the
field of LM focusing on research gaps, while similarly, Marodin and Saurin (2013) state that
there is a need to identify the main research directions of LM that have not yet been explored.
Inspired by the suggestions of leading academics and researchers with regard to
conducting literature review studies on LM, the present study attempts to answer the
following research questions through a comprehensive SLR:
RQ1. What are the research gaps in the existing literature with regard to LM?
RQ2. What are the main themes of the research gaps in LM?
The present study is different from the literature review studies on LM published so far. More
specifically, the existing LM literature review studies have focused on the following issues: the
phases of Lean and the core knowledge and voids from the past four decades of scholarly
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Lean literature (1970–2009) (Stone, 2012); the effects of Lean on the working environment and
employee health and well-being, based on publications from 1999 to 2009 (Hasle et al., 2012);
the relationships that arise in the research of Lean production (LP) from the end of 1980s to
2009 and the directions for future research (Moyano-Fuentes and Sacristan-Diaz, 2012); the
role and implications of enterprise resource planning systems in LP, based on the literature
published after the year 2000 and up to 2011 (Powell, 2013); the research methodologies used
in Lean and their related facets as well as the future directions of Lean research, based on
publications from 1990 to 2009 ( Jasti and Kodali, 2014); the divergent definitions, scopes,
objectives and tools/techniques/methodologies of LM, published in studies over the period
1988–2012 (Bhamu and Sangwan, 2014); the status of LP and its improvement, based on
research articles published from 1988 to 2011 ( Jasti and Kodali, 2015); patterns and trends of
the literature from 1987 to 2013, that could explain the acceptance of Lean as an operations
management philosophy (Samuel et al., 2015); the implementation of Lean in small- and
medium-sized enterprises (SMEs) (key characteristics, implications for practitioners and
future areas of research), based on studies published up to the beginning of 2015 (Hu et al.,
2015); and the evolution of the Leanness assessment literature (research objectives and
methodologies and potential future research directions) published before January 2014
(Narayanamurthy and Gurumurthy, 2016a).
Most of the above mentioned studies review articles which have been published before
2012, while few studies are based on articles published up to the beginning of 2015. Those
studies presenting future research directions of Lean, focus either on not so recent periods
(before 2009), or on a special sector of companies such as SMEs or on a special subject such as
Leanness. Finally, it is worth noting that none of the above mentioned literature review studies
present in an analytical manner the existing research gaps of LM and nor do they group these
gaps into themes and prioritize them, which is the ultimate goal of the present literature review
study. The above mentioned studies support the originality of the present study.
The structure of the paper is as follows: in the next section, LM is defined. The literature
review methodology and the respective phases are then presented. In the following section,
the results of the literature review are analytically presented describing the profile of the
articles reviewed and the existing research gaps. The results are then discussed and the
conclusions are presented.
Defining LM
The two-fold content of LM
“Lean Manufacturing is Lean because it uses less of everything compared with mass
production: half the human effort in a factory, half the manufacturing space, half the
investment in tools, half the engineering hours to develop a new product in half the time,” Research gaps
(Womack et al., 1990, p. 11). By consuming the least amount of the available resources and in lean
utilizing them more effectively, customer requirements are satisfied at minimum cost manufacturing
(Papadopoulou and Ozbayrak, 2005; Hodge et al., 2011).
Gamage et al. (2016) refer to the LM socio-technical system, highlighting its two-fold
content. Similarly, Taj (2005) stresses the two important aspects in LM, the human and the
non-human. The non-human aspect is the design of the production process dealing with,
among others, the layout, inventory, scheduling and supply chain. The human aspect, which is
also of equal importance, is the organizational design. This aspect deals with the type of
organization, job security, personnel turnover, team activity and training. Similarly, Bhamu
and Sangwan (2014) describe LM from two points of view, one from a philosophical
perspective related to guiding principles and overarching goals and the other from a practical
perspective of a set of management practices, tools or techniques that can be observed directly.
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LM objectives
There is a consensus among researchers that the variety of principles and tools/techniques
involved with LM have the same ultimate goal: to eliminate all types of waste (Hodge et al.,
2011; Yang et al., 2011; Nawanir et al., 2013, 2016; Pullan et al., 2013; Longoni et al., 2013;
Sangwan et al., 2014; Gamage et al., 2016) and the non-value-added activities at every stage
of the production or service process of a manufacturing company (Hodge et al., 2011; Yang
et al., 2011; Jasti and Kodali, 2016) and the supply chain (Pullan et al., 2013; Gamage et al.,
2016). Moreover, the improvement of all the value-added processes throughout the company
and the supply chain is an objective of Lean (Karim and Arif-Uz-Zaman, 2013). Thus, Lean
aims to provide superior customer value through holistic process optimization, both within
the organization (not only at the shop-floor level but also in the whole organizational
structure) and up and down the supply chain (Hu et al., 2015).
Methodology
To achieve the aim of the present study, a SLR of LM was conducted, given that this
methodology poses clear advantages over classical narrative reviews (Lim et al., 2014), and
IJQRM it is presented in many articles published in high-quality scientific journals (Hu et al., 2015).
The SLR methodology consisting of the planning stage, conducting stage and reporting/
dissemination stage, as presented by Tranfield et al. (2003), was adopted in the present
study. Similarly, the SLR studies in the field of Lean of Albliwi et al. (2014, 2015) and Hu et al.
(2015) were also based on the same methodology.
onwards the number of LM articles has substantially increased (Stone, 2012; Bhamu
and Sangwan, 2014; Samuel et al., 2015). According to Shah and Ward (2007) and
Camacho-Minano et al. (2013), LM must be considered from a multidimensional perspective
covering a variety of highly inter-related individual management practices in an integrated
system, none of which are on their own equivalent to LM, but which together comprise the
system. Thus, the search of the literature was based on terms such as Lean, LM, LP, Lean
principles, Lean practices/tools/techniques, while articles focusing on a specific Lean principle
or tool were not taken into consideration in the present SLR. Moreover, articles related to an
individual bundle of Lean practices, namely, Just-in-Time ( JIT), TQM, Total Preventative
Maintenance (TPM) and Human Resource Management (Yang et al., 2011; Taylor et al., 2013;
Longoni et al., 2013) were not taken into consideration. The synonym of Lean meaning the
Toyota Production System (TPS) (Hasle et al., 2012) was also not used as a term for searching
the literature, given that LM is an update of TPS (Barbosa et al., 2014) and more generic and
less culturally specific than the Japanese TPS (Samuel et al., 2015). Finally, the review team
consisting of the authors of this paper, checked for any significant omissions or over-sights
resulting from the selection of search terms, time periods, databases, etc. (Hu et al., 2015).
Articles published between 2005 and 2016 Any publication before the year 2005 and after 2016
Well-known databases: Emerald Online, Science Non-academic databases
Direct, Springer Link and Taylor & Francis
Academic journals Books, online sites and gray literature (conferences, master’s
theses, doctoral dissertations, textbooks, reports, working
papers from research groups, technical reports, etc.)
Articles studying Lean manufacturing, Articles studying an individual Lean principle or tool/
production, principles, practices/tools/ technique or bundle of practices
techniques Articles studying Toyota Production System, Lean-Six Sigma,
Lean-Agile manufacturing and Lean-Green management
Table I. Articles highlighting research gaps Articles not highlighting research gaps
Inclusion and Articles related to the manufacturing sector Articles related to the services sector
exclusion criteria for The unit of the analysis is the organization itself The unit of the analysis is the supply chain network
literature review Articles written in the English language Articles written in any other language but English
by the bibliographic databases as a result of the search were screened appropriately and Research gaps
examined for their fit with the focus of the study by taking into consideration the title, in lean
abstract and keywords of each article and, if these were not clear enough, by reading the full manufacturing
paper. The application of the inclusion and exclusion criteria resulted in a final sample of
120 articles published in 30 journals (Table II).
The information revealed from the articles of the sample such as the title, year of
publication, journal, authors, paper type, geographic research area, industry sub-sectors and
number of companies participating in the research study together with the statements of the
research gaps were extracted in an excel spread sheet (Tranfield et al., 2003; Hu et al., 2015).
It is worth noting that the research gaps were reported by the authors in the reviewed
articles using statements such as “it is difficult to find detailed empirical studies regarding
[…],” “very little research has been carried out relating to […],” “the literature lacks a
rigorous research approach […] […]” and so on. In order to deal with the chaotic and
unorganized qualitative data of research gaps, the “affinity diagram” was applied
(Lagrosen, 2017), which is one of the “new seven quality tools” (McQuater et al., 1995; Sousa
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et al., 2005) and commonly used (Tari and Sabater, 2004). By organizing the research gaps
Emerald 46 0.380
Journal of Manufacturing Technology Management 12 0.100
International Journal of Lean Six Sigma 10 0.075
International Journal of Operations & Production Management 9 0.083
International Journal of Productivity and Performance Management 3 0.025
Benchmarking: An International Journal 3 0.025
British Food Journal 2 0.017
Measuring Business Excellence 1 0.008
Supply Chain Management: An International Journal 1 0.008
Business Process Management Journal 1 0.008
European Business Review 1 0.008
Management Research News 1 0.008
Journal of Modelling in Management 1 0.008
Research Journal of Textile and Apparel 1 0.008
Taylor & Francis 41 0.340
International Journal of Production Research 24 0.200
Production Planning & Control 12 0.100
Total Quality Management & Business Excellence 2 0.017
International Journal of Computer Integrated Manufacturing 2 0.017
Journal of Asia-Pacific Business 1 0.008
Elsevier/Science Direct 21 0.175
International Journal of Production Economics 7 0.058
Journal of Operations Management 7 0.058
Procedia Manufacturing 1 0.008
Management Accounting Research 2 0.017
Review of Applied Management Studies 1 0.008
Accounting, Organizations and Society 1 0.008
Journal of Engineering and Technology Management 1 0.008
European Management Journal 1 0.008
Springer Link 12 0.100
The International Journal of Advanced Manufacturing Technology 8 0.067 Table II.
Operations Management Research 2 0.017 The list of journals
Production Engineering Research and Development 1 0.008 considered in the
Journal of Business Ethics 1 0.008 present study
IJQRM into natural and logical groups, according to some form of natural affinity (Moura Sa and
Martins, 2016), a meaningful structure of themes of research gaps was created (Chan et al.,
2009; Lagrosen, 2017).
Results
The profile of the articles reviewed
The distribution of the reviewed articles among the four publishers and the respective
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academic journals is presented in Table II. Emerald and Elsevier/Science Direct are the
databases that include the majority of the journals (70 percent) which have published the
sample articles (Figure 1), while Emerald and Taylor & Francis are the databases that
include the majority of the sample articles (72.5 percent) (Figure 2). From Table II it is
apparent that the majority of the sample articles of each publisher have been published by
few journals. More specifically, 3 out of the 13 journals (23.1 percent) of Emerald have
published 67.4 percent of the sample articles of this publisher, 2 out of the 5 journals of
Taylor & Francis (40 percent) have published 87.8 percent of the sample articles of this
publisher, 2 out of the 8 journals of Elsevier/Science Direct (25 percent) have published 66.7
percent of the sample articles of this publisher and 1 out of the 4 journals (25 percent) of
Springer Link has published 66.7 percent of the sample articles of this publisher.
Journals/Publisher
14 13
12
10
8
8
6 5
4
4
2
Figure 1. 0
Journals per publisher Emerald Elsevier/Science Direct Taylor and Springer Link
Francis
Articles/Publisher
50 46
45 41
40
35
30
25 21
20
15 12
10
5
Figure 2. 0
Articles per publisher Emerald Taylor and Elsevier/Science Springer Link
Francis Direct
According to Figure 3, the vast majority of the sample articles (89.2 percent) were published Research gaps
between 2011 and 2016. About 45 percent of the sample articles describe surveys, in lean
33.3 percent case studies, 12.5 percent literature reviews and finally 9.2 percent conceptual manufacturing
studies (Figure 4). A large proportion of the surveys described in the sample articles
(42.6 percent) is based on a small research sample ( o100 units), while the vast majority of
the surveys (79.6 percent) are based on a research sample which is smaller than
300 (Figure 5). Based on the sample articles describing case studies (40) and the number of
the case organizations studied, it is apparent that the majority of these studies (60 percent)
are based on only one case organization. The remaining studies are multi-case studies
Articles/Year
35
30
30
25 22
20
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20
15
15
11
10 9
4
5 2 1 1
3 2 Figure 3.
0 Articles per
publication year
05
06
07
08
09
10
11
12
13
14
15
16
20
20
20
20
20
20
20
20
20
20
20
20
Articles/Type
60
54
50
40
40
30
20
15
11
10
Figure 4.
0 Article type
Survey Case study Literature review Conceptual
Surveys/Sample Number
25 23
20
15
12
10 8
5
2 2 2
1 1 1 1 1
0
Figure 5.
0
00
00
00
00
00
00
00
00
00
Sample number
10
00
50
00
–2
–3
–4
–5
–6
–7
–8
–9
,0
0–
1,
1,
2,
>2
examined in surveys
1
1–
1–
1–
10
20
30
40
50
60
70
80
90
00
50
1,
1,
IJQRM describing 2–12 organizations (Figure 6). Finally, the vast majority of the literature review
studies (80 percent) reviewed no more than 200 articles (Figure 7). The manufacturing
sub-sectors mostly examined in the surveys and case studies presented in the sample
articles are the following: electrical/electronics, automotive, machinery, food, plastics and
rubber, textiles and apparel and chemicals (Figure 8). The companies participating in the
studies of the sample articles operate in 45 countries on 6 continents. The majority of these
countries belong to Europe (42.2 percent) and Asia (31.1 percent) (Figure 9). The countries
with the highest number of LM surveys and case studies are the following: the USA, the UK,
Brazil, India, Italy and Germany (Table III).
majority of them concern the Lean approach itself and more specifically, in the
manufacturing context, the Lean theory, definition, strategy, barriers, critical success
factors, learning, benefits, implementation guideline framework, effects and implementation
issues; waste management; the human factor involved in Lean; the assessment of Lean
implementation; Leanness; and the inter-relationships among Lean elements. On the other
hand, few themes of research gaps concern factors outside the Lean approach itself,
meaning the type of study and its methodology, the countries which companies operate in,
the manufacturing sub-sectors and units, the supply chain, other management approaches
for Lean integration and factors affecting Lean implementation.
24
25
20
15
10
Figure 6.
Number of cases 4 4
5
2 2
examined in the “case 1 1 1 1
study” articles 0
1 2 3 4 5 6 7 8 9 10 11 12
20 19
18 18
16
15
10
10 9 9 9
8 8
6 6
5
5 4
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3 3
2 2 2
1 1 1 1 1 1 1 1
0
Electrical/electronics
Automotive (and parts)
Machinery
Food
Plastics and rubber products
Textiles and apparel
Chemicals
Basic metals and other minerals
Furniture and fixtures
Paper and paper products
Fabricated metal products
Petro-chemicals
Aerospace
Wood/products of wood
Pharmaceuticals
Printing/publishing
Transportation equipment
Medical devices
Tobacco Products
Valves and pipe fittings
Non-metallic mineral
Household appliances
Food-processing plants, equipment, machinery
Automobile components
Ceramic tile
Tyre manufacturing
Industrialized housing
Welding
Smelter
Photographic and photocopying equipment
Maintenance Repair and Overhaul
Figure 8.
Manufacturing
sub-sectors examined
in the surveys and
case studies
Countries/Continent
20 19
18
16 14
14
12
10
8
5
6 Figure 9.
4 3 Countries per
2 2
2 continent where
0 the studied
Europe Asia South America North America Africa Australia - New companies operate
Zealand
From Table IV it is also apparent that the vast majority of the research gaps are identified in
articles published between 2011 and 2016 and the majority of them are in articles published
between 2014 and 2016. It is worth noting that in almost every theme, the respective
research gaps are identified mostly in articles published between 2014 and 2016, except for
the themes related to the human factor involved in Lean, Lean strategy, Lean critical success
IJQRM
Countries Number of studies Countries Number of studies
USA 22 Romania 2
UK 19 South Korea 2
Brazil 11 France 1
India 10 Denmark 1
Italy 8 Thailand 1
Germany 7 Norway 1
Spain 4 New Zealand 1
Sweden 3 Venezuela 1
China 3 Kuwait 1
Turkey 3 South Africa 1
Australia 3 Switzerland 1
Hungary 3 Jordan 1
Sri Lanka 3 Saudi Arabia 1
Canada 2 UAE 1
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factors and the inter-relations of Lean elements, where the research gaps are identified
mostly in articles published between 2011 and 2013.
Figure 10 shows the number of the literature references supporting the research gaps of
the respective themes. The themes of the research gaps which are supported by most
references concern the manufacturing sub-sectors and units where Lean is implemented and
Lean effects, followed by the themes related to the human factor involved in Lean, factors
affecting Lean implementation and the formulation of a Lean guideline framework.
Discussion
Discussing the profile of the reviewed articles
The profile of the reviewed articles is worth discussing. Emerald and Elsevier/Science
Direct are the main academic publishers which are host to journals publishing LM articles,
while Emerald and Taylor & Francis are the main academic resources of LM articles. In
the case of each publisher, “vital few” journals have published the majority of the LM
articles and “useful many” journals have published the minority of the LM articles, which
reflects the Pareto principle 80/20. This principle is also reflected in the literature review
studies of Jasti and Kodali (2014, 2015), taking into consideration the articles published in
the journals of all publishers.
Among the “vital few” journals, the journal with the highest number of the LM
articles reviewed in the present SLR, is the International Journal of Production Research,
which also ranks among the journals with the highest number of the LM articles
according to Jasti and Kodali (2014, 2015), Bhamu and Sangwan (2014) and
Narayanamurthy and Gurumurthy (2016a). The journals with the second highest
number of LM articles are the Journal of Manufacturing Technology Management and that
of Production Planning & Control, similar to the findings of Bhamu and Sangwan (2014)
and Jasti and Kodali (2015). Hence, the above mentioned three journals and all the “vital
Themes Research gaps and supporting references
Research gaps
in lean
Type of study and Studying Lean through empirical studies (Shah and Ward, 2007; Jasti and manufacturing
its methodology Kodali, 2014); longitudinal studies (Menezes et al., 2010); addressing potential
self-selection (endogeneity) bias (respondents who implement and benefit from
Lean production may be more likely to respond to the surveys) (Eroglu and
Hofer, 2011); case studies (Taylor et al., 2013); more than one source of evidence
(Marodin and Saurin, 2013); the ANP-based approach and studies based on
contingency theory (Cil and Turkan, 2013); studies with qualitative and
quantitative data (Pakdil and Leonard, 2014); large segment of people ( Jasti and
Kodali, 2014), literature review studies ( Jasti and Kodali, 2015); large research
samples (Marodin et al., 2016)
Countries Carrying out research in developing countries (Nawanir et al., 2013; Jasti and
Kodali, 2014; Hu et al., 2015; Marodin et al., 2016), undeveloped countries ( Jasti and
Kodali, 2014), India ( Jasti and Kodali, 2014, 2016; Filho et al., 2016), China ( Jasti
and Kodali, 2014; Filho et al., 2016), Ghana ( Jasti and Kodali, 2014), Greece ( Jasti
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and Kodali, 2014), Iran ( Jasti and Kodali, 2014; Zahraee, 2016), Thailand ( Jasti and
Kodali, 2014), Turkey ( Jasti and Kodali, 2014), South America (Hu et al., 2015),
Africa (Hu et al., 2015), Brazil (Marodin et al., 2016), Indonesia (Nawanir et al.,
2016), Russia (Filho et al., 2016), multinational companies (Secchi and Camuffo,
2016; Boscari et al., 2016). Carrying out cross-cultural research (Kull et al., 2014)
Manufacturing sub-sectors Carrying out Lean research in manufacturing (Papadopoulou and Ozbayrak,
and units 2005; Sim and Rogers, 2008; Alsmadi et al., 2012; Alaskari et al., 2016; Sharma
et al., 2016), red meat (Simons and Zokaei, 2005), textiles (Hodge et al., 2011;
Manfredsson, 2016), automotive (Sezen et al., 2012; Marodin et al., 2016), process
(Lyons et al., 2013; Panwar et al., 2015; Dora et al., 2016), food (Dora et al., 2013,
2016; Vlachos, 2015), seasonal (Tanco et al., 2013), agricultural ( Jasti and
Kodali, 2014), horticultural and pipfruit (Doevendans et al., 2015), construction
(Saurin et al., 2013; Jasti and Kodali, 2014), service (Alsmadi et al., 2012; Marodin
and Saurin, 2013; Jasti and Kodali, 2014; Manfredsson, 2016), healthcare (Saurin
et al., 2013), aviation (Ayeni et al., 2016), and the maintenance repair and
overhaul industry (Ayeni et al., 2016). Examining Lean in automotive part
suppliers (Sezen et al., 2012), manufacturing SMEs (AL-Najem et al., 2013; Hu
et al., 2015; Vlachos, 2015; Filho et al., 2016; Alaskari et al., 2016; Manfredsson,
2016), food SMEs (Dora et al., 2013, 2016), and the differences between
manufacturing and service firms with regard to Lean (Alsmadi et al., 2012).
Examining Lean at the enterprise level (Papadopoulou and Ozbayrak, 2005; Cil
and Turkan, 2013; Almomani et al., 2014); and in smaller units than the shop
floor (e.g. at the line, cell or department level, warehouse) (Marodin and Saurin,
2013; Sharma and Shah, 2016). Examining Lean in specific units of the
manufacturing system, such as cells, job shops or assembly lines (Saurin et al.,
2011; Marodin et al., 2015, 2016) and in the process of new product development
(Ringen and Holtskog, 2013; Khan et al., 2013; Tuli and Shankar, 2015; Mund
et al., 2015; Forno et al., 2016; Tortorella et al., 2016). Examining the concurrent
application of collaborative new product development and Lean concepts in the
automotive domain (Tuli and Shankar, 2015)
Waste management Focusing on all 7 wastes of Lean (AL-Najem et al., 2013; Amin and Karim, 2013;
Jasti and Kodali, 2014; Thurer et al., 2016), index/metrics for individual wastes
(Narayanamurthy and Gurumurthy, 2016a)
Human factor Studying in the Lean context, how the importance of the human factor evolves
involved in Lean over time (Papadopoulou and Ozbayrak, 2005; Losonci et al., 2011), the
management of employees (Boyle et al., 2011; Marodin and Saurin, 2013),
employees’ perception, thinking and feeling (Losonci et al., 2011), employees’
attitudes and beliefs (Wickramasinghe and Wickramasinghe, 2011); the
incorporation of customers in the analysis of Lean activities (Boyle et al., 2011);
Table IV.
(continued ) The research gaps
IJQRM Themes Research gaps and supporting references
the role of specific work practices in a Lean system and their impact on worker
commitment (Angelis et al., 2011); the implications for human resources
(Wickramasinghe and Wickramasinghe, 2011); managers’ propensity for
participative decision-making (Wickramasinghe and Wickramasinghe, 2011);
the influence of Lean duration on various aspects of the human dimension
(Wickramasinghe and Wickramasinghe, 2011); how employees in participatory
work arrangements respond to their work (Wickramasinghe and
Wickramasinghe, 2011); the roles of the people involved in Lean (Stone, 2012;
AL-Najem et al., 2013; Taylor et al., 2013), the outcomes of Lean from the
perspective of managers and employees (Longoni et al., 2013); how to deal with
contractual workers (less motivated and committed) (Tan et al., 2013); the
impact of Lean production on worker health and safety (Longoni et al., 2013;
Camuffo et al., 2015); the differences between blue-collar manufacturing
employees and front-line supervisors with regard to Lean issues (Bhamu and
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Sangwan, 2014); manager’s support and its measurement (Marodin and Saurin,
2015b); the relationship between leadership attributes and Lean contexts
(Gelei et al., 2015; Dun et al., 2016); employees’ behavior (Narayanamurthy and
Gurumurthy, 2016a, b); the effects of pay on employees (Wickramasinghe G.L.D.
and Wickramasinghe V., 2016 and Wickramasinghe V. and
Wickramasinghe G.L.D., 2016)
Lean definition Defining the Lean construct (Shah and Ward, 2007; Bayou and Korvin, 2008;
Alsmadi et al., 2012; Taylor et al., 2013; Arlbjorn and Freytag, 2013; Bhamu and
Sangwan, 2014; Samuel et al., 2015; Mund et al., 2015)
Lean strategy Studying Lean as a survival strategy during recessionary times (Singh et al.,
2009); the significance of implementation strategy (Hasle et al., 2012); the selection
of the appropriate Lean strategies based on the implementation time constraint
(Amin and Karim, 2013); the strategic changes needed (Piercy and Rich, 2015)
Lean barriers Studying the resistance to change that impedes the implementation of Lean (Sim
and Rogers, 2008); why companies fail in Lean implementation (Marodin and
Saurin, 2013); the chance of losing some contracts during the preparation phase
for implementing Lean (Almomani et al., 2014); Lean barriers ( Jadhav et al., 2014;
Tortorella et al., 2015); the origins, interrelations and relative importance of the
Lean barriers (Marodin and Saurin, 2015b); the constraints of capacity utilization
and continuous flow in the Lean context (Panwar et al., 2015); the nature and
classification scheme of the risks in Lean (Marodin and Saurin, 2015a); how
causal ambiguity (the difficulty in describing a complex phenomenon into a
causal model) can be a barrier in Lean (Shamsudin et al., 2016)
Lean theory Specification of the “theory of Lean” (Browning and Heath, 2009; Nawanir et al.,
2013; Jasti and Kodali, 2014)
Lean Critical Success Studying Lean success (Losonci et al., 2011; Bhasin, 2012; Arlbjorn and
Factors (CSFs) Freytag, 2013); why companies succeed with Lean (Marodin and Saurin, 2013);
the Lean critical success factors (especially in SMEs) (AL-Najem et al., 2013; Hu
et al., 2015); the actual preconditions of Lean (Arlbjorn and Freytag, 2013),
companies other than Toyota that have successfully sustained Lean (Khan
et al., 2013; Sisson and Elshennawy, 2015); the success in applying Lean
thinking to product development processes (Mund et al., 2015); whether the list
of the Lean CSFs is universal or dependent on contingencies (Netland, 2016)
Lean Learning Studying the Lean learning curves (Browning and Heath, 2009); the influence of
contextual variables – Lean barriers on the dimensions of learning organization
(Tortorella et al., 2015); the important mechanisms to transfer Lean knowledge
(especially in a small multinational corporation) (Boscari et al., 2016); the
mechanisms to combine Lean training, sense giving, adaptation and pressure
actions (Boscari et al., 2016)
Lean benefits Studying how to sustain the Lean gains over time (Taylor et al., 2013); Lean
benefits in a real case (Filho and Barco, 2015; Manfredsson, 2016)
Inter-relationships of Examining the relationships among Lean bundles (Pont et al., 2008); the
Lean elements correlation in the adoption of different types of Lean practices (Menezes et al.,
2010); the relationships between Lean competitive bases, Lean attributes and
Lean enablers (Vinodh and Chintha, 2011a); the relationships among Lean
practices or among practices and principles (Marodin and Saurin, 2013); how
the soft (social) and hard (technical) aspects of Lean interact (Longoni et al.,
2013); the relationships among the components of the Lean enterprise
transformation (Cil and Turkan, 2013); if an enabler for Lean product
development, namely, the feedback loop provided by the customer, can be
reinforced by project members (Ringen and Holtskog, 2013); the inter-
dependent links of Lean systems as a whole (Samuel et al., 2015)
Lean implementation Developing a stepwise guideline or process of Lean (Papadopoulou and
guideline framework Ozbayrak, 2005; Bhamu and Sangwan, 2014); a statistically valid guidance of
Lean (Angelis and Fernandes, 2012); generalizable structured implementation
steps of Lean (Marodin and Saurin, 2013; Karim and Arif-Uz-Zaman, 2013;
Filho et al., 2016); Lean implementation from the concept stage to the detailed
development of products and their related manufacturing processes (Khan
et al., 2013); the holistic, broad Lean manufacturing principles (Dora et al., 2013);
a standard model for implementing Lean (Almomani et al., 2014); Lean
frameworks/models for the enterprise level (Almomani et al., 2014); the entire
Lean implementation process (Pakdil and Leonard, 2014); “Lean” beyond JIT
(Kull et al., 2014); an action plan on how to select and apply Lean tools and
techniques (Anvari et al., 2014; Vlachos, 2015); the rationale for the selection
and combination of the Lean tools/techniques in SMEs (Hu et al., 2015); the core
elements that build a Lean product development system (Mund et al., 2015); the
application of the whole Lean product development framework (Mund et al.,
2015); a clear guideline to overcome the challenges of process industries to
implement Lean (Panwar et al., 2015); actually implementing Lean constructs
and tools (Dora et al., 2016); the process through which a Lean production
system is put into place (Secchi and Camuffo, 2016), the selection of the
appropriate Lean tools (Alaskari et al., 2016)
Leanness Developing Leanness as a holistic approach to manufacturing and its
elevation to the entire enterprise level (Papadopoulou and Ozbayrak, 2005); a
systematic measure of Leanness by which companies can be compared across
time and with each other (Bayou and Korvin, 2008); an integrated, objective
and quantitative measure of overall Leanness (Wan and Chen, 2008; Anvari
et al., 2014); a constructive method to measure Leanness (Bhasin, 2011);
few” journals publishing the majority of the LM articles can be considered as more
Lean-oriented journals than the others, namely, “useful many” journals publishing the
minority of the LM articles.
Similar to the literature review studies of Stone (2012), Jasti and Kodali (2014, 2015),
Bhamu and Sangwan (2014), Samuel et al. (2015) and Narayanamurthy and Gurumurthy
(2016a), the present SLR also reveals a diachronic increase in the published LM articles.
This is optimistic and shows that with the passing of time the number of authors focusing
on Lean issues is increasing. Thus, there are positive signs that the LM literature will be
further developed.
The majority of the LM articles of the present SLR describe surveys and case studies,
similar to the literature review studies of Jasti and Kodali (2014), Samuel et al. (2015) and
Narayanamurthy and Gurumurthy (2016a). However, contrary to those literature review
studies, in the present SLR, the articles describing case studies are fewer than the respective
articles on surveys. So, the present SLR confirms the growth of the LM research carried out
in the form of a survey or a case study.
Several manufacturing sub-sectors participate in the surveys and case studies presented
in the sample articles, which confirms the wide applicability of Lean throughout the
manufacturing sector. The manufacturing sub-sectors mostly examined in the surveys
and case studies of the present SLR, are also examined in the articles reviewed by
IJQRM Number of References/Theme
of research gaps
40
35
35
31
30
25
20 19 19
20
15 14 13 13
11 11 10
10 9 8 8 8
5 4
5 3 3 3 3
0
tio an lv eff ts
ui pl n s
lin e an
m on
an nta an rk
pl is s
en ues
nd ac ou n
m (C es
em Le do s)
t a ba y
on Lea pro ers
W ea de hes
m em n
Le age nts
Le str ent
Le en y
an th s
Su ea ry
ly ng
in
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Le an efit
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te el itio
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Le wo
L eo
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t
Downloaded by Tulane University At 17:28 14 February 2019 (PT)
t
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an
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Figure 10.
uf
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The number
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of research gaps
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In
Moyano-Fuentes and Sacristan-Diaz (2012), Jasti and Kodali (2015) and Narayanamurthy
and Gurumurthy (2016a). Europe and Asia are the continents with the majority of the
countries where LM research is conducted, a fact that is also observed in the literature
reviews of Hu et al. (2015) and Jasti and Kodali (2015). Finally, according to the present
SLR and the literature review studies of Jasti and Kodali (2014) and Bhamu and Sangwan
(2014), the USA and the UK are the top countries where LM research takes place. Thus,
the present study confirms that the Lean research is spreading in Europe and Asia and is
being led by countries with a long history in Lean publications such as the USA and the UK
(Bhamu and Sangwan, 2014).
approach (Bhamu and Sangwan, 2014; Narayanamurthy and Gurumurthy, 2016a) or the
external nature of LM ( Jasti and Kodali, 2014; Hu et al., 2015). Only Moyano-Fuentes and
Sacristan-Diaz (2012) who reviewed articles published from the end of the 1980s to 2009 and
Jasti and Kodali (2015) who reviewed articles published from 1988 to 2011, identified,
similar to the present SLR, research gaps concerning both the internal and external
nature of LM.
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Corresponding author
Evangelos Psomas can be contacted at: epsomas@upatras.gr
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